# Trustees Of Ibew Local Union No 479 Pension Trust Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-union-no-479-pension-trust-fund-plan

> Trustees Of Ibew Local Union No 479 Pension Trust Fund's DC plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Local Union No 479 Pension Trust Fund

- **Sponsor EIN:** 746183767

- **Sponsor Address:** 1430 SPINDLETOP ROAD, BEAUMONT, TX, 77705

- **Plan Type:** DC

- **Total Participants:** 642

- **Total Assets:** $162.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|642|$162.3M|$3.5M|$0|

| 2023|653|$144.8M|$3.7M|$0|

| 2022|595|$128.0M|$3.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HGK TRINITY STREET|NONE|$74,519|—|$74,519|

| FIDELITY MANAGE TRUST|NONE|$54,905|—|$54,905|

| SEGAL MARCO|NONE|$45,000|—|$45,000|

| BENEFIT RESOURCES INC|NONE|$40,475|—|$40,475|

| THE SEGAL CO.|NONE|$33,500|—|$33,500|

| EDWARDS AND LEATHERS, P.C.|NONE|$16,500|—|$16,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE SEGAL CO.](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $264,899

- **Estimated Expense Ratio:** 0.163% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$748,448|$501,647|—|$16,500|—|

| 2023|$371,094|$174,365|—|$17,595|—|

| 2022|$381,348|$166,532|—|—|$55,995|

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